SKYWORKS SOLUTIONS INC SWKS
COM · Common Stock · CUSIP 83088M102 · ISIN US83088M1027
American semiconductor manufacturer
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersIrvine, CA
- Founded2002
- Websiteskyworksinc.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($75.5m this quarter). Holder counts are more reliable. Shares outstanding: 150.4m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $53.55. Options: 20 managers hold calls ($86.8m notional), 22 hold puts ($90.2m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 863 |
| Q4 2022 | 888 |
| Q1 2023 | 934 |
| Q2 2023 | 892 |
| Q3 2023 | 862 |
| Q4 2023 | 912 |
| Q1 2024 | 902 |
| Q2 2024 | 880 |
| Q3 2024 | 883 |
| Q4 2024 | 847 |
| Q1 2025 | 743 |
| Q2 2025 | 759 |
| Q3 2025 | 737 |
| Q4 2025 | 720 |
| Q1 2026 | 680 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 381 | 463 |
| Q3 2024 | 386 | 431 |
| Q4 2024 | 313 | 487 |
| Q1 2025 | 350 | 429 |
| Q2 2025 | 355 | 406 |
| Q3 2025 | 319 | 366 |
| Q4 2025 | 293 | 379 |
| Q1 2026 | 341 | 338 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $199.5m | $248.2m | 1.24 |
| Q3 2025 | $174.2m | $186.3m | 1.07 |
| Q4 2025 | $133.5m | $160.9m | 1.21 |
| Q1 2026 | $86.8m | $90.2m | 1.04 |
Biggest buyers
| PZENA INVESTMENT MANAGEMENT LLC | Added | +3.5m |
| BlackRock, Inc. | Added | +2.0m |
| STATE STREET CORP | Added | +1.8m |
| Invesco Ltd. | Added | +1.6m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.3m |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +1.3m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.0m |
| FIRST TRUST ADVISORS LP | Added | +756.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +753.0k |
Biggest sellers
| TWO SIGMA ADVISERS, LP | Sold out | -1.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -969.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -965.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -546.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -512.9k |
| California Public Employees Retirement System | Reduced | -411.3k |
| Assenagon Asset Management S.A. | Reduced | -364.1k |
| HSBC HOLDINGS PLC | Reduced | -360.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -338.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -307.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.7m312.4k shares |
| Walleye Trading LLC | Added | $13.7m256.2k shares |
| CITADEL ADVISORS LLC | Added | $11.6m217.0k shares |
| IMC-Chicago, LLC | Reduced | $10.7m198.9k shares |
| CITIGROUP INC | Unchanged | $7.0m130.0k shares |
| JANE STREET GROUP, LLC | Added | $6.2m115.0k shares |
| UBS Group AG | Reduced | $4.2m78.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $3.4m63.8k shares |
| GROUP ONE TRADING LLC | Added | $3.3m60.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $2.9m54.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $17.7m330.8k shares |
| CITADEL ADVISORS LLC | Reduced | $15.6m291.7k shares |
| CITIGROUP INC | Unchanged | $11.6m217.5k shares |
| JANE STREET GROUP, LLC | Added | $10.7m199.8k shares |
| IMC-Chicago, LLC | Reduced | $7.3m136.0k shares |
| UBS Group AG | Reduced | $7.3m136.0k shares |
| Walleye Trading LLC | Added | $4.3m80.4k shares |
| D. E. Shaw & Co., Inc. | Added | $3.0m56.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $2.5m46.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.8m33.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution new · filed 2026-10-07 | 12.6% |
| Capital World Investors 13G · institution new · filed 2026-10-06 | 10.1% |
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution -2.4 pts · filed 2026-10-19 | 9.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-08-14 | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.4% |
| BlackRock, Inc. 13G · institution -4.2 pts · filed 2026-10-27 | 7.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.8% |
| STATE STREET CORP 13G · institution +1.1 pts · filed 2026-05-12 | 5.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 1 | $1.0m | 1 | $2.3m | — |
| Q3 2024 | 0 | — | 3 | $1.3m | $1.3m |
| Q4 2024 | 0 | — | 3 | $3.6m | $3.6m |
| Q1 2025 | 1 | $661.3k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $764.5k | $764.5k |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 21.4m $1.1bn | Added +2.0m |
| PZENA INVESTMENT MANAGEMENT LLC 2.80% of their portfolio | 16.1m $862.6m | Added +3.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 10.1m $541.6m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 9.8m $523.5m | First filing |
| STATE STREET CORP 0.02% of their portfolio | 8.4m $451.9m | Added +1.8m |
| Invesco Ltd. 0.03% of their portfolio | 6.3m $337.1m | Added +1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 5.8m $313.5m | Added +1.5m |
| FIL Ltd 0.22% of their portfolio | 5.2m $278.8m | Added +15.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 4.9m $264.1m | Reduced -969.7k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 4.6m $247.0m | Added +753.0k |
| TWO SIGMA INVESTMENTS, LP 0.15% of their portfolio | 3.5m $186.0m | Added +1.3m |
| MORGAN STANLEY 0.01% of their portfolio | 2.7m $146.8m | Reduced -54.4k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 2.2m $118.8m | Added +756.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.1m $114.0m | Added +396.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.1m $113.7m | Reduced -307.0k |
| UBS Group AG 0.02% of their portfolio | 2.1m $112.6m | Added +158.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.1m $112.3m | Added +4.8k |
| Capital Research Global Investors 0.02% of their portfolio | 2.0m $108.3m | Added +409.1k |
| BARCLAYS PLC 0.04% of their portfolio | 2.0m $104.5m | Added +196.1k |
| LSV ASSET MANAGEMENT 0.22% of their portfolio | 1.9m $102.0m | Reduced -2.8k |
| VAN ECK ASSOCIATES CORP 0.08% of their portfolio | 1.9m $100.7m | Added +167.9k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 1.7m $93.3m | Added +1.0m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $91.0m | Reduced -224.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 1.7m $89.2m | Added +1.3m |
| CITIGROUP INC 0.05% of their portfolio | 1.6m $85.9m | Added +610.9k |
| Allianz Asset Management GmbH 0.09% of their portfolio | 1.4m $75.8m | Added +62.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.4m $73.9m | Added +496.5k |
| DNB Asset Management AS 0.26% of their portfolio | 1.3m $72.0m | Added +202.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio | 1.2m $64.5m | Reduced -338.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 1.2m $62.3m | Reduced -35.0k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 1.1m $59.7m | Added +416.8k |
| Rafferty Asset Management, LLC 0.24% of their portfolio | 1.1m $58.0m | Reduced -261.6k |
| Pacer Advisors, Inc. 0.16% of their portfolio | 1.0m $56.1m | Added +172.8k |
| Quantinno Capital Management LP 0.08% of their portfolio | 949.0k $50.8m | Added +196.1k |
| LETKO, BROSSEAU & ASSOCIATES INC 0.79% of their portfolio | 912.7k $48.9m | Added +241.3k |
| EARNEST PARTNERS LLC 0.19% of their portfolio | 876.1k $46.9m | Reduced -29.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 845.7k $45.3m | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 837.2k $44.8m | Added +101.5k |
| FMR LLC 0.00% of their portfolio | 836.9k $44.8m | Added +20.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 772.2k $41.4m | Added +271.0k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 734.6k $39.3m | Added +434.6k |
| Gotham Asset Management, LLC 0.12% of their portfolio | 707.5k $37.9m | Added +138.8k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 694.9k $37.2m | Added +577.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 661.6k $35.4m | Reduced -17.9k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 643.4k $34.5m | Added +52.1k |
| Man Group plc 0.06% of their portfolio | 552.3k $29.6m | Added +45.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 550.9k $29.5m | Added +532.3k |
| Eurizon Capital SGR S.p.A. 0.09% of their portfolio | 540.2k $28.9m | Added +99.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 497.4k $26.6m | Added +58.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 464.4k $24.7m | Reduced -360.1k |
| Legal & General Group Plc 0.01% of their portfolio | 454.9k $24.4m | Added +45.1k |
| Amundi 0.01% of their portfolio | 431.2k $23.1m | Added +64.1k |
| LPL Financial LLC 0.01% of their portfolio | 406.2k $21.8m | Added +82.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 399.4k $21.4m | Reduced -6.8k |
| ARGA Investment Management, LP 0.64% of their portfolio | 366.2k $19.6m | New |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 359.6k $19.3m | Reduced -93.8k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 342.9k $18.4m | Reduced -131.1k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 337.6k $18.1m | First filing |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 327.7k $17.5m | Reduced -45.9k |
| Nuveen, LLC 0.00% of their portfolio | 326.7k $17.5m | Reduced -22.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 316.2k $16.9m | Added +25.1k |
| AE Wealth Management LLC 0.09% of their portfolio | 311.9k $16.7m | Added +108.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 305.4k $16.4m | Added +50.8k |
| Swiss National Bank 0.01% of their portfolio | 296.7k $15.9m | Added +4.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 295.4k $15.8m | Added +94.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 285.3k $15.3m | Added +18.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 282.4k $15.1m | Reduced -411.3k |
| ALPS ADVISORS INC 0.06% of their portfolio | 256.8k $13.8m | Reduced -11.5k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 244.8k $13.1m | Added +37.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 234.8k $12.6m | Reduced -227.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 233.3k $12.5m | Reduced -11.2k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 231.6k $12.4m | Added +171.6k |
| Corient Private Wealth LP 0.02% of their portfolio | 226.0k $12.0m | Reduced -31.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 212.6k $11.4m | Reduced -2.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 202.9k $10.9m | Added +7.7k |
| Empowered Funds, LLC 0.07% of their portfolio | 200.9k $10.8m | Added +170.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 196.2k $10.5m | Added +19.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 188.6k $10.1m | Added +11.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 187.9k $11.9m | Reduced -7.0k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.04% of their portfolio | 183.0k $9.8m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.10% of their portfolio | 181.4k $9.7m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 179.5k $9.6m | Added +92.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 177.6k $9.5m | Added +110.9k |
| Illinois Municipal Retirement Fund 0.12% of their portfolio | 176.7k $9.5m | Added +16.3k |
| Advisors Asset Management, Inc. 0.16% of their portfolio | 174.6k $9.3m | Added +4.6k |
| Woodline Partners LP 0.04% of their portfolio | 173.6k $9.3m | Added +8.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 172.0k $9.2m | Added +31.0k |
| ProShare Advisors LLC 0.01% of their portfolio | 170.7k $9.1m | Added +6.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 166.7k $8.9m | Reduced -48.1k |
| Penserra Capital Management LLC 0.10% of their portfolio | 165.0k $8.8m | Added +17.4k |
| Defiance ETFs, LLC 0.13% of their portfolio | 165.0k $8.8m | Added +27.4k |
| Swiss Life Asset Management Ltd 0.04% of their portfolio | 158.8k $8.3m | Added +14.9k |
| Old West Investment Management, LLC 0.90% of their portfolio | 155.9k $8.3m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 155.1k $8.3m | Added +11.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 152.3k $8.2m | Reduced -965.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 148.0k $7.9m | Added +10.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 147.9k $7.9m | Added +22.1k |
| BURNEY CO/ 0.24% of their portfolio | 142.8k $7.6m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 137.1k $7.3m | First filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 129.5k $6.9m | Unchanged |